Tax Issues

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Latest Web Content

Corporate Transparency Act Law And Compliance

11/6/2024  

The Corporate Transparency Act, which took effect on January 1, 2024, immediately imposes sweeping new disclosure duties when new entities are formed.

Recording

Proper Preparation of the 706 - Don’t be Caught Off Guard

5/10/2024

In this informative session, learn practical tips for expertly preparing the IRS Form 706 for taxable estates and explore the nuances of portability.

Recording

The IRS, New Trust Modifications, and Tax Consequences

3/28/2024  

The IRS is at it again! Some practitioners in the estate planning community are referring to CCA 202352018 as the biggest IRS announcement in a decade.

Recording

The Effect of Gallenstein on Elder Law Planning

5/17/2023  

In planning for seniors, family residence ownership is often a key issue. The decision in Gallenstein v. United States and subsequent cases will greatly affect the course our clients will take in their planning.

News Article

SECURE 2.0 Opens the Door for Qualified Longevity Annuity Contracts (QLACs)

5/11/2023  

The QLAC allows individuals to convert up to $200,000 of their IRA to a non-countable resource for Medicaid eligibility.

News Article

The Great Sunset of 2025 and Other Tax Mysteries

5/10/2023

Review of implications of the expiration of the Tax Cuts and Jobs Act for individual tax payers and their estate plans.

Recording

How to Review Federal Individual Income Tax Returns

9/10/2022  

As elder law attorneys, we need to understand the basics of federal individual income tax returns and know when to consult with the tax professionals.

News Article

2022 Tax School

7/27/2022  

An engaging workshop filled with practical knowledge to spot tax issues in elder law planning and expand your client service offerings.

Recording

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2025 Recorded Seminars

Mastering Tax Strategies: A Series for Elder Law Attorneys

Regular:  $795.00  Member:  $795.00

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Mastering Tax Strategies: A Series for Elder Law Attorneys8/1/2025 12:00:00 AM
2025 Recorded Seminars

Changes In Estate and Gift Tax Planning

Regular:  $199.00  Member:  $199.00

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Changes In Estate and Gift Tax Planning7/15/2025 12:00:00 AM
2024 Recorded Seminars (purchase)

Proper Preparation of the 706 - Don’t be Caught Off Guard

Regular:  $199.00  Member:  $199.00

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Proper Preparation of the 706 - Don’t be Caught Off Guard6/27/2024 12:00:00 AM
2024 Recorded Seminars (purchase)

Corporate Transparency Act

Regular:  $199.00  Member:  $199.00

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Corporate Transparency Act6/27/2024 12:00:00 AM
2023 Recorded Seminars (purchase)

The Great Sunset of 2025 and Other Tax Mysteries

Regular:  $199.00  Member:  $0.00

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The Great Sunset of 2025 and Other Tax Mysteries7/15/2023 12:00:00 AM
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